ADD: 708 Lianfu Building, No.1-10, Qifu Road, Baiyun New City, distrito de Baiyun, Guangzhou, China
TEL: + 86-20-36700051
Beijing time on January 10th news, China touch screen network news, Korean media: this year is the first year of folding OLED. To summarize the state of the display market in 2018 in one sentence, it is "OLED panels give the display market a new direction." Looking forward to 2019, foreign media pointed out that if 2018 is the first year of investment in curved OLED, then 2019 will be the first year of folding OLED.
This article comes from: http://www.51touch.com/lcd/news/dynamic/2019/0110/52740.html
According to the Korean media "ZDNet Korea", LCD (liquid crystal display) panel prices continue to fall, so that the display business community began to be riddled with LCD price dreams in 2018, and finally, with the industry's default price bottom line collapse, companies began to accelerate The focus is shifted to the OLED business.
Let's revisit the 2018 journey of the display industry and the 2019 outlook.
January: LCD prices fell, stepping on the accelerator for converting OLED business
At the beginning of January, according to the results of the WitsView market, the average LCD sales price (ASP) plummeted from US$210 in January 2017 to US$170 in December, and the downward trend continued until July.
Following the large LCD for TV, China's LCD panel for smartphones has also reduced South Korea's living space in the LCD market, and China's Tianma's market share has surpassed that of South Korea's LG monitors. This also allows Samsung and LG monitors to turn their attention to the OLED field that Chinese companies have yet to attack. LG Display unveiled the world's first 8K resolution 88-inch large OLED panel at the Consumer Electronics Show (CES). confidence.
February: iPhoneX sales are not good
Apple's 10th Anniversary iPhoneX sales unexpectedly slump, the display industry's eyes are more focused on the Samsung display of the exclusive supply of AMOLED (active matrix organic light-emitting diode) panel, attended the semiconductor and display industry development committee's Samsung Display CEO Li Dongxun The media was interviewed about various iPhone sales issues. At that time, Li Dongxun replied: "I know that everyone is worried about this issue, but Samsung will work hard!" After that, Samsung won the exclusive supply this year.
March: LCD panel price collapses, the rise of OLED
With the end of the first quarter, the LCD industry has been screaming, and the large supply of LCDs in China has caused panel prices to continue to fall. The industry believes that operating profit in the first quarter may fall in units of “trillion” (KRW). Among them, LG display has been greatly affected. In 2017, 90% of sales were based on LCD LG monitors. It is predicted that LG monitors will suffer losses in six years. In fact, the April settlement data confirmed this forecast.
On the other hand, Samsung Electronics began to release the exclusive supply of Apple AMOLED in 2018. According to sources, Samsung plans to produce 2 to 3 million panels in May, and will increase production to 400 in June. - 6 million pieces. Although LG Display has also begun to join the OLED panel supply cooperation company's sound list for the iPhone, there has been no official mass production news so far.
April: BOE wins first shipments
After the news that LG Display turned into a loss after 6 years, the LG Display business loss amount was announced as the industry entered the settlement of the first quarter. The net loss was as high as 98.3 billion won, so LG Display began to convert internally. Strategies to focus on OLED development and develop differentiated features such as Crystal Sound OLED (which replaces the sound of speakers through screen vibrations) and wallpaper features.
Although Samsung's LCD has a small proportion of LCDs, it can't avoid the impact of the off-season. The operating profit of Samsung Display in the first quarter was 410 billion won, and the profit level was reduced by about one-third, which is even less than that of the semiconductor division. One-tenth of the camp, but overall, Samsung successfully used AMOLED panels to avoid competition between LTPS (low temperature polysilicon) and LCD.
This season, Samsung Display and LG Display also won the first and second place in the large panel market share, barely retaining the face, but if the shipment is subject to the standard, BOE leads the LG display 2%, the external evaluation believes China’s pursuit has also become more intense.
May: The Korean government certified the Samsung Display Work Environment Report as the national core technology
On May 30, the Korea Ministry of Industry, Trade and Resources decided that the Samsung Environmental Monitoring Report contained “National Core Technology”. Two months ago, a comprehensive channel relationship asked the Korean Ministry of Labor to open a Samsung factory report, which triggered the Samsung Report. Including national core technologies, the Display Committee is also concerned that if this report goes out, other competing companies can use this to understand consumer demand and increase technological productivity.
June: Countries began to strengthen OLED mass production technology
After entering June, the downward trend of LCD panel prices has become more intense. The outside analysis shows that a large number of offensives by Chinese companies have led to oversupply, and it is difficult to expect LCD panel prices to rise in the short term.
In response to this trend, not only South Korea is actively developing mass-produced large-scale OLED technology, but Japan and China have also begun to introduce "inkjet printing technology" that can efficiently produce large-scale OLEDs with the goal of 2020. JOLED Japan announced that it will use this technology to build this. Engineering, China Huaxing Optoelectronics also announced that it will use this technology to produce TV OLED panels from 2021.
July: LG monitors fall into a deficit quagmire
On July 10, the Chinese government approved the LG Display Guangzhou OLED cooperation corporation, and the business structure conversion of LG Display has also begun to accelerate. The factory will begin mass production of 8.5 generation OLED panels this year. The LG display also sets the input glass substrate as Quasi, the production capacity of 60,000 sheets per month, and set a target of up to 90,000 sheets per month.
In order to get rid of the LCD-centered business structure, LG Display has greatly adjusted its investment scale. However, with the release of the second quarter results, it is still unable to get rid of losses. The operating loss was 228.7 billion won, nearly double the previous quarter. On the other hand, Samsung Display is expected to get rid of the crisis through high-priced panels such as Quantum Point 8K.
August: Sudden rise in LCD prices
LCD panel prices suddenly rose slightly, so that the display industry began to pick up, in addition to large panels (65-75 inches), the overall price has risen slightly or stopped falling, according to analysis, this is the Chinese panel companies require Companies are raising product prices, and manufacturers and suppliers are looking forward to the peak season.
After the LCD market has improved, LG Display and BOE also competed fiercely in the large TFT-LCD market. According to IHS Markit data from the city, the BOE shipments won the first place, and the LG display was in the big screen field. It maintains its leading position, and as LCD prices rise, the competition between the two companies in total market share has also changed.
September: LCD market with 2 months of recovery
Thanks to the beginning of the TV season, LCD panels have been rising for two consecutive months, panel prices below 50 inches have continued to rise, and large panels above 55 inches have maintained the same price. The display industry is also looking forward to improved performance.
Although LCD prices have risen for a short period of time, LG Display has implemented a voluntary retirement system for employees of the production line. For the production line employees who have worked in Gyeonggi-do and Gyeongbuk Gumi factories for more than five years, the industry explained that this is LG. Converting the bitterness program implemented by the OLED business.
October: OLED TV panel turns losses into profit
LG Display's operating profit for the third quarter was 140.1 billion won, ending the operating loss. It is worth noting that its OLED TV business also turned from a loss to a profit in five years. In 2013, it sold only 200,000 OLED TV panels. In 2017, sales exceeded 1.7 million units.
In fact, from August onwards, there will be a prediction that OLED TV will turn a profit. At that time, LG Display said that the sales performance of large-scale OLEDs exceeded 1.3 million units in the first half of the year. This figure is twice that of sales in the same period of 2017 (600,000 units). With the completion of the 8.5-generation OLED factory in Guangzhou next year, LG Display also stressed: "It will accelerate the conversion of OLED business."
On October 30th, with the release of the new market results by IHS Markit, Samsung Display shipped 128 million mobile phones with AMOLED screens, and AMOLED sold accounted for 80% of the total. In the third quarter, the global smartphone display screen took the first place in the market, and it also opened up the market share gap with BOE.
November: Folding display comes out, technology leakage increases
The rumor that Samsung has developed a folding screen has finally surfaced. On November 8, Samsung unveiled the folding panel for the first time. It can be folded inward, 4.6 inches in half fold, 7.3 inches in unfolded image, and installed through the outside. The display screen also confirms the information on the screen.
But while folding screens caught everyone's attention, T-company, which has been working with Samsung Display for 30 years, was suspected of leaking technology developed jointly with Samsung. The company's 11 related people are suspected of selling the core technology of OLED Edge panels to China. And the illegal interests of about 15.5 billion won were prosecuted. According to the Korean prosecution, Samsung Display may lose 6.5 trillion won in sales and 1 trillion won in operating profit within 3 years.
Outlook for 2019?
The industry generally believes that if 2018 is the first year of investment in curved OLED, then this year will be a year of Flexible OLED. First of all, the growth trend of mobile phones equipped with folding OLED panels is inevitable. According to the industry, the shipment of folding mobile phones will reach 3 million this year. It is expected to reach 14 million in 2020 and 30 million in 2021. Taiwan, expected to reach 50 million units in 2022, not only Samsung monitors, LG monitors, China and other rising stars are also expected to enter the folding OLED panel.
With the news that Huaxing Optoelectronics will launch the 10.5-generation factory, the phenomenon of excess supply of LCD panels in China may not end in the short term. The LCD market may still be unable to get rid of the cloud. The Korean industry experts explained that I am afraid that small and medium-sized LCDs will Convert to OLED faster.
Touch screen and OLED network launched WeChat public platform, a daily WeChat news, covering touch screen materials, touch screen equipment, touch panel industry main information, the first time to understand the development of the touch screen industry.